Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
Branch Locations
1395 Brickell Avenue Suite 715, Miami, FL 33131 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgi Merchant Capital, Llc | Miami | FL | 06/2012 | 02/2018 |
| Alveo Wealth Management, Llc | Miami | FL | 07/2014 | 09/2024 |
| Holdun Family Office Llc | Miami | FL | 01/2013 | 04/2017 |
| Holdun Family Office Llc | Miami | FL | 06/2019 | Present |
| Msc - Bd, Llc | Tualatin | OR | 02/2020 | 12/2020 |
| Level Four Advisory Services | Dallas | TX | 05/2025 | Present |
STUPKA INVESTMENTS LLC; NOT INVESTMENT-RELATED; 515 N FLAGLER DR, SUITE P-350, WEST PALM BEACH, FL 33401; REAL ESTATE; OWNER; START DATE: 11/3/2015; APPROXIMATELY 1 HOUR PER MONTH IS DEVOTED TO THIS BUSINESS WITH NO TIME DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE RENTALS PASSIVE INVESTMENTS WITH SOME RENOVATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
Reach out to this advisor